Manager – Salesforce & Ncino
Posted on 1/24/2023
INACTIVE
West Monroe

1,001-5,000 employees

Digital management consulting services
Company Overview
West Monroe's mission is to partner with companies in transformative industries to deliver quantifiable financial value. The company functions in multidisciplinary teams that blend management consulting, digital design, and product engineering to move companies from traditional ways of working to digital operating models—and create experiences that transcend the digital and physical worlds.
Consulting

Company Stage

N/A

Total Funding

N/A

Founded

2002

Headquarters

Chicago, Illinois

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-3%

2 year growth

10%
Locations
Dallas, TX, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Salesforce
Requirements
  • Participate in business development with prospective clients including solution definition, pre-sales, estimating, negotiating and project planning
  • Understand business needs and requirements and help turn those goals into tangible deliverables including projects and detailed proposals, requirements specifications, design deliverables, status reports and project plans
  • Create work plans, pricing estimates, and risk assessments for prospects
  • Participate in key client relationships and growing those accounts within Customer Experience practice and cross selling to other areas within WMP
  • 7+ years of experience working for a consulting firm or a professional services division of a software company in a business analyst/consulting manager role preferred
  • Strong understanding of the Salesforce platform (Sales Cloud, FSC, Experience Cloud, etc.)
  • Strong understanding of the nCino platform
  • Experience implementing technology in the Financial Service industry
  • Experience leading discovery workshops, which includes the facilitation of large audiences, solution presentations, and prototype demonstrations
  • Excellent organizational, verbal, presentation/facilitation and written communication skills
  • Ability to work well with people including project stakeholders and project team members
  • Ability to work both independently and within a team environment backed up by strong communication skills
  • Ability to travel to client-site 30-50%
Responsibilities
  • Serve as a Project Manager for several key clients, responsible for day-to-day operations on one or more projects
  • Communicate and report project status to client leadership and IT management, including budget, risks and general business issues
  • Mentor and manage teams of Consultants to keep project on time as well as review work done by the team
  • Understand CRM technologies being used on a project to be able to direct how to design, develop, test, and implement a technical implementation project
  • Quickly respond to client requests for immediate issues while also being able to drive projects to completion
  • Analyze each client's specific request and determine the underlying problem and recommend proper solutions
  • Identify strengths and issues; drive and develop better behavior to create strong consultants
  • Participate actively in the recruiting process for other consultants
  • Drive the development and enhancement of WMP's methodologies and approaches to client delivery and provide thought leadership for internal practice development
  • Coach and manage other consultants and participate actively in the performance expectation process